Valeo Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,629,957 shares of IJH stock, worth $227 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
3,629,957
Previous 3,471,900
4.55%
Holding current value
$227 Million
Previous $203 Million
11.13%
% of portfolio
0.61%
Previous 4.67%
Shares
33 transactions
Others Institutions Holding IJH
# of Institutions
2,703Shares Held
1.17BCall Options Held
640KPut Options Held
123K-
Northwestern Mutual Wealth Management CO120MShares$7.5 Billion5.49% of portfolio
-
Bank Of America Corp Charlotte, NC69.5MShares$4.34 Billion0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA50.2MShares$3.14 Billion0.68% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL37.6MShares$2.35 Billion0.85% of portfolio
-
Morgan Stanley New York, NY36.9MShares$2.31 Billion0.16% of portfolio